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I’ve been thinking about Intel (INTC), and there’s a potential shift in structure that most people aren’t talking about yet. Here’s the thing: Intel has been trying to do too much, designing and manufacturing chips while getting pressured on both fronts.
But what if they didn’t have to do both? The conversation I keep coming back to is this: What if Intel stepped back from chip design and focused entirely on manufacturing?
Think about it. Advanced Micro Devices (AMD) follows a model where it focuses on design while outsourcing manufacturing, creating a clean separation. Now flip that for Intel and let them focus on what they’re best positioned to do: Manufacturing at scale, while NVIDIA (NVDA) continues doing what it does best: Designing leading-edge chips.
Why Musk Is Probably Driving This
This whole idea has Elon Musk’s fingerprints all over it, and if you understand how he operates, it starts to make sense. He wants a fully integrated ecosystem supported by domestic manufacturing because the stakes go beyond AI chips.
He needs hardware for Tesla’s autonomy stack, SpaceX’s satellite systems and the broader infrastructure he’s building across sectors. That kind of expansion requires scale and consistency, and you don’t get that if your supply chain is exposed to geopolitical friction.
Control and speed are what he values most, which is why a domestic foundry capable of producing at volume solves a major bottleneck. If Intel becomes the manufacturing backbone while NVDA stays focused on design, it creates a streamlined pipeline with reduced external dependency.
What This Means for Traders
If a structure like this ever materializes, it would reshape how these companies are viewed. Intel as a pure-play foundry becomes a very different business with different margins, expectations and valuation frameworks.
Foundries compete on scale, reliability and long-term contracts, not on chasing the next architecture cycle, and that shift could give Intel a clearer identity and a more stable operating model than its current hybrid approach.
At the same time, NVDA would double down on design without the complexity of manufacturing while potentially gaining a domestic production partner. For Musk, it would mean a more controlled and reliable supply chain aligned with Tesla, SpaceX and everything else he’s building.
This isn’t about predicting a deal. It’s about recognizing a structure that makes strategic sense if industry pressures continue in this direction. Watch how this develops because the market hasn’t fully connected these dots yet.
Trade well,
Jack Carter
Jack Carter TradingÂ
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*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.Â
P.S. Geof’s Special Briefing Could Rattle the Market
Geof Smith is one of the few genuinely respected traders out there.
He’s spent decades in the commodity markets – especially Gold and Silver – refining a setup that’s stood the test of time.
At one point, he was even recruited by a private trading academy in Mobile, Alabama, to lead as both educator and CEO.
So when he shares something new, savvy traders pay attention.
And a few days ago, he made a discovery we couldn’t have seen coming.
It centers around a specific signal that tends to show up early in the trading session.
The kind that can create short bursts of momentum – often before most traders can engage.
Although he’s been noticing these weird signals for a while, there hasn’t been a way to spot and leverage these sharp, quick-paced moves while they happen.
Until now.
Today, anyone with a regular brokerage account can target double, even triple-digit payouts before lunch every day…
All thanks to what he calls 10-Minute Moonshots.
Alex Ried will be joining him live on Wednesday to break this new approach down in detail.
You’ll see:
- What these transactions look like in real time
- Why they tend to appear early in the session
- And how traders can approach them with a structured setup
No guarantees in trading, of course.
But if you’re curious how these short bursts of momentum form.. and how to recognize them… you’ll want to be there.
Disclaimer: We develop tools and strategies to the best of our ability but no one can guarantee the future. The profits and performance shown are not typical to any one individual and you may lose money. The trades shown are from historical data in order to demonstrate the potential of the system..Â
